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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,367 | $73,787-23.6% | $98,716-42.9% | $82,448-31.6% |
| Participation rate | 14.8% | 61.4%-46.6pp | 69.3%-54.5pp | 68.1%-53.3pp |
| Annual return | 13.55% | 18.57%-5.0pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $85 | $1,511-94.4% | $2,279-96.3% | $2,551-96.7% |
| Participant deferral / active EE | $1,400 | $3,081-54.6% | $4,048-65.4% | $4,139-66.2% |
| Admin fee / account holder | $2,522 | $6,500-61.2% | $8,703-71.0% | $7,234-65.1% |